Raymond James - Naples (FL)

Lynn Bougie Hi Lora, I am opening up my finance trackers to do my end of month invoicing and bills and it reminded me that many of the trackers and tools I have in place and use consistently now are because of your class. I always "kind of knew" what I needed to do but I did not commit the time to do it. Through your class and the homework and the tools you provided I am much more in control of my finances. I know my worth and it feels good! Thank you for putting together such a great class. I hope you are well and that ships are coming in and out regularly and that you are only swimming with the dolphins.

Tran Ngan I’ve been working with Elizabeth for over 8 years now, and I can confidently say she’s one of the best in the insurance business. We’ve been through a lot together—multiple policies and assets—and she’s always been incredibly responsive, proactive, and helpful every step of the way. Elizabeth truly takes the time to find the best deals and coverage options, and she does it quickly and efficiently. I really appreciate her dedication and expertise. Highly recommend her to anyone looking for someone reliable and trustworthy in the insurance world!

Whitney Ross If there was 10 stars i would definitely say this company is by far the best to help fix your debts and help establish building a business plan. The owner truly understands and cares in helping others. He has an amazing team that also cares for anyone who needs help plus they all make it less stressful and soooo much easier. For example Kaila has been really helpful in explaining on what to expect and has been on point. I’m very happy with everything that they’ve been doing and I will be continuing with future business opportunities. Thanks again you guys

Elizabeth Buchanan Haney Accounting is the best firm to support your small business! Their expertise and consulting services have been a game changer for my businesses! If you are a business owner in Fernandina Beach, I highly recommend you reach out to Haney Accounting for all your bookkeeping and business consulting needs!

TeeJay Smith Steve and Adam were just too cool as a Team. Both listened to me throughout our conversation and at the end of the conversation, they provided me with information relevant to my needs. Thank you Adam for being raised well by your father, Steve. I encourage anyone who may need financial counseling to visit them. I bet you wouldnt regret it. Shalom!

JoAnn Gardner My husband and I are very pleased with the financial advice we’re receiving from Jennifer Miller. She has helped us dream of what we want retirement to look like, and now she’s showing us how to make those dreams come true through smart investing.

John Harmon Most informative, professional, and honest. Look forward to working with him in the near future.